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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,635 | $68,097-81.4% | $62,929-79.9% | $137,256-90.8% |
| Participation rate | 68.2% | 77.4%-9.3pp | 73.1%-4.9pp | 80.0%-11.8pp |
| Annual return | 19.83% | 1859.11%-1839.3pp | 1063.93%-1044.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $314 | $2,811-88.8% | $2,505-87.5% | $4,156-92.5% |
| Participant deferral / active EE | $1,255 | $4,553-72.4% | $3,888-67.7% | $6,407-80.4% |
| Admin fee / account holder | $3,936 | $6,521-39.6% | $5,065-22.3% | $12,270-67.9% |